|
1
|
|
$23.7M
|
+$1.65M
|
+72,673
|
+8%
|
|
|
2
|
Patten & Patten
Chattanooga,
Tennessee
|
$7.77M
|
-$249K
|
-11,000
|
-3%
|
|
|
3
|
North Star Asset Management
Neenah,
Wisconsin
|
$5.83M
|
-$254K
|
-11,225
|
-4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4.37M
|
-$193K
|
-8,515
|
-4%
|
|
|
5
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$3.71M
|
–
|
–
|
–
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$3.56M
|
+$53.5K
|
+2,361
|
+2%
|
|
|
7
|
Cornerstone Advisors
Asheville,
North Carolina
|
$2.92M
|
+$404K
|
+17,837
|
+17%
|
|
|
8
|
|
$2.68M
|
+$124K
|
+5,494
|
+5%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.6M
|
+$259K
|
+11,454
|
+12%
|
|
|
10
|
Lebenthal Holdings
New York
|
$2.44M
|
+$2.36M
|
+104,255
|
New
|
|
|
11
|
Karpus Investment Management
Pittsford,
New York
|
$2.39M
|
+$254K
|
+11,200
|
+12%
|
|
|
12
|
Orleans Capital Management
Mandeville,
Louisiana
|
$1.7M
|
-$152K
|
-6,701
|
-8%
|
|
|
13
|
|
$1.57M
|
+$195K
|
+8,600
|
+15%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.38M
|
+$112K
|
+4,936
|
+9%
|
|
|
15
|
Clough Capital Partners
Boston,
Massachusetts
|
$1.36M
|
+$1.32M
|
+58,100
|
New
|
|
|
16
|
City of London Investment Management
London,
United Kingdom
|
$1.22M
|
+$286K
|
+12,625
|
+32%
|
|
|
17
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$1.11M
|
+$86K
|
+3,798
|
+9%
|
|
|
18
|
Point View Wealth Management
Summit,
New Jersey
|
$914K
|
–
|
–
|
–
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$901K
|
+$872K
|
+38,491
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
$826K
|
+$176K
|
+7,780
|
+28%
|
|
|
21
|
HSBC Holdings
London,
United Kingdom
|
$798K
|
–
|
–
|
–
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$760K
|
+$60.6K
|
+2,676
|
+9%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$647K
|
–
|
–
|
–
|
|
|
24
|
Patten Group
Chattanooga,
Tennessee
|
$578K
|
-$110K
|
-4,850
|
-16%
|
|
|
25
|
|
$567K
|
-$384K
|
-16,969
|
-41%
|
|
